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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Carl Mineo is a registered investment advisor representative in New York. He is currently affiliated with WNY Asset Management, LLC. Joseph Carl Mineo is also a Certified Public Accountant (CPA). Previously, Joseph Carl Mineo was employed by CADARET, GRANT & CO., INC. Joseph Carl Mineo holds the following licenses: Series 63, Series 65, and Series 6. Joseph Carl Mineo has 34 years of experience in the securities industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
12/16/2022 - Present
WNY Asset Management, LLC (WILLIAMSVILLE NY)
NY
05/21/2001 - 06/12/2014
CADARET, GRANT & CO., INC. (WILLIAMSVILLE NY)
IA
Issued 12/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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